Assistant Manager II - NQ

Principal Financial Group; Charlotte (NC); Hybrid; USD 69,000 - 132,000; Full time

Job summary

Principal Financial Group in Charlotte, NC is seeking an Assistant Manager II to help lead our Non-Qualified (NQ) Client Service team. You’ll help strategize daily workflows, oversee production, coach staff, and collaborate with managers on financials and forecasting to meet departmental goals.

The role requires a Bachelor’s degree or equivalent and 4+ years of business experience, strong communication and leadership skills, and the ability to drive performance while maintaining integrity and

Qualifications

• Bachelor’s degree or equivalent experience required (4+ years of business-related work experience or equivalent).
• Strong communication and leadership abilities.
• Ability to balance service quality with cost effectiveness and operational goals.

Responsibilities

• Lead in coordinating daily work and workflows to ensure prompt, efficient service.
• Manage production, staff, and forecasting activities with managers.
• Coach staff and make salary and performance decisions.
• Provide strategic leadership and training development support.
• Oversee daily operations of multiple capabilities and ensure alignment with objectives.

Skills

Leadership

Communication

Analytical skills

Problem-solving

Decision making

Education

Bachelor’s degree or equivalent experience

Job description

What You’ll Do

We’re looking for an Assistant Manager II to join our Non-Qualified (NQ) team! In this role, you’ll assist in leading Client Service operations members in the NQ department.

• Strategize and organize daily work and workflows to ensure services are prompt, efficient, cost effective, and in alignment with department goals.

• Responsible for managing production, staff, workflow, partnering with Managers on financials/forecasting activities, coaching, and salary and performance decisions.

• Strategic leadership involves employee coaching, performance management, salary administration, and supporting training and development.

• Ownership and oversight of daily operations of complex and/or multiple capabilities.

• Accountable and responsible for ensuring the service is in line with strategic, operational, and financial objectives.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

• Bachelor’s degree or equivalent experience required (4+ years of business-related work experience or equivalent required).

• Basic knowledge of document-related processes, standards, and supporting equipment/software is desired.

• Provide timely, courteous, and exceptional service to customers while balancing quality and cost effectiveness.

• Demonstrated commitment to operating with a high degree of integrity and professionalism in accordance with applicable laws and regulations, the Company’s Corporate Code of Ethics, Employee Handbook, compliance and operational policies and procedures, and other company policies; actively collaborates and builds positive working relationships across the organization.

• Strong oral and written communication, interpersonal, organizational, leadership, analytical, problem-solving, decision-making, business acumen, and supervisory skills required.

• Change management and time management skills required.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$69300 - $132000 / year

Salary Details

The following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

Wichita, KS

• Associate, Client Service Manager: $69,300 - $81,900/yr

• Client Service Manager: $84,600 - $99,000/yr

Des Moines, IA

• Associate, Client Service Manager: $73,150 - $86,450/yr

• Client Service Manager: $89,300 - $104,500/yr

Charlotte, NC

• Associate, Client Service Manager: $77,000 - $91,000/yr

• Client Service Manager: $94,000 - $110,000/yr

Chicago, IL / Minneapolis, MN

• Associate, Client Service Manager: $84,700 - $100,100/yr

• Client Service Manager: $103,400 - $121,000/yr

Los Angeles, CA / New York City, NY

• Associate, Client Service Manager: $92,400 - $109,200/yr

• Client Service Manager: $112,800 - $132,000/yr

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

Yes

Work Environments

This role offers in-office, hybrid, and remote work arrangements. Employees who reside within 30 miles of our Des Moines, IA; Charlotte, NC; or Raleigh, NC office locations are expected to follow a hybrid work arrangement, which includes working in the office at least three days per week. Employees who reside more than 30 miles from these office locations may be eligible for remote work arrangements. You’ll work with your leader to determine the work arrangement that best aligns with business needs and job responsibilities.

Job Level

We are open to hiring at the next level, Manager, Client Services , for candidates who bring additional experience and proven leadership capabilities. To be considered for the Manager level, candidates must have:

• 5+ years of experience in client service, financial services, retirement plan operations, or equivalent experience gained through work, training, military service, or education.

• 1+ year of leadership experience , including direct people leadership or indirect leadership through mentoring, coaching, training, project leadership, or leading work across teams.

Work Authorization/Sponsorship

At this time, we’re not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (https://www.principal.com/about-us/careers) to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice (https://secure02.principal.com/publicvsupply/GetFile?fm=WW962&ty=VOP) for more details on our practices and your data privacy rights.